See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,063 | $84,696-14.9% | $75,696-4.8% | $167,490-57.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 32.31% | 199.36%-167.0pp | 104.53%-72.2pp | 478.56%-446.2pp |
| Employer contribution / active EE | $1,480 | $3,230-54.2% | $2,743-46.0% | $4,837-69.4% |
| Participant deferral / active EE | $2,292 | $4,580-49.9% | $3,821-40.0% | $6,341-63.9% |
| Admin fee / account holder | $561 | $5,355-89.5% | $3,619-84.5% | $12,309-95.4% |